Getting started
Set up your TAU sales assistant from scratch and start converting leads automatically.
Getting started
This guide shows you how to configure your TAU assistant to engage, qualify, and convert leads — in less than an hour.
1. Access the admin dashboard
After creating your account, go to:
https://app.taubot.aiLog in with your registered email and password.
2. Configure the assistant identity
Go to Assistant Settings and fill in:
- Assistant name — Use a name that fits your brand (e.g. "Mari from FashionStore", "Leo from TechSolve")
- Logo — Image displayed in the chat (recommended: 200×200 px)
- Primary color — Color of the button and header, aligned with your company's visual identity
- Welcome message — The first thing the customer sees. Use something engaging (e.g. "Hi! I'm Mari. I can help you find the perfect product or answer any questions. How can I help you today?")
All changes are saved automatically when you leave the field.
3. Define the assistant's communication style
In Settings, adjust how the assistant communicates:
- Tone of voice — friendly, professional, direct, formal, or consultive
- Response length — from ultra brief to very detailed
- Emoji usage — from no emojis to many emojis
For more specific behaviors — such as a sales focus, handoff triggers, handling objections, or service rules — use Situations or ask Leo for help.
The more context you provide about your business and your customers' profile, the better the assistant can adapt to your specific case.
4. Teach the assistant about your products
Go to Knowledge Base and create documents with:
- Product and service catalog (with prices, if possible)
- Competitive differentiators
- Frequently asked customer questions
- Commercial terms (lead time, installments, shipping, warranty)
- Success stories or testimonials
The more sales information you provide, the more the assistant can argue and persuade autonomously.
5. Configure how the assistant handles key scenarios
Go to Situations and configure assistant behavior for critical moments in the sales process:
- What to do when the customer asks to speak with a human
- How to respond outside business hours
- What to say when the customer asks for a discount
- How to act when faced with a complaint
Each situation has a simple form — no technical knowledge required.
6. Connect WhatsApp
Go to Integrations → WhatsApp and scan the QR Code with your phone. In less than 1 minute your assistant will be active on the number.
See the full integrations guide →
7. Test before going live
Use test mode to chat with the assistant as if you were a customer. Evaluate:
- Does the assistant present your products correctly?
- Does it ask the right qualification questions?
- Is the tone of voice aligned with your brand?
- Does it know when and how to hand off to a human?
8. Go live and monitor results
With the assistant active, track results through the Dashboard and Ask Leo. Useful day-to-day questions:
- "How many leads came in this week via WhatsApp?"
- "What are the most frequently asked customer questions?"
- "Which product was asked about most in the last month?"